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JPMorgan Equity Premium Income ETF

1,281 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 654 increasing their positions, 417 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Sterling Investment Counsel
New York
$26.7M
ACA
77
Aptus Capital Advisors
Alabama
$26.7M
BF
78
BOK Financial
Oklahoma
$26.4M
BCI
79
Brinker Capital Investments
Pennsylvania
$25.9M
Mariner
80
Mariner
Kansas
$25.6M
BPA
81
Beacon Pointe Advisors
California
$25.5M
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$25.1M
CFG
83
Cooper Financial Group
California
$24.2M
IWC
84
Integrated Wealth Concepts
Massachusetts
$24.2M
DC
85
Davenport & Co
Virginia
$24M
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$23.9M
FMLI
87
Fukoku Mutual Life Insurance
Japan
$23.7M
MT
88
Midwest Trust
Kansas
$23.6M
OFS
89
Orrstown Financial Services
Pennsylvania
$23.2M
Lido Advisors
90
Lido Advisors
California
$22.6M
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$22.3M
APP
92
Avantax Planning Partners
Iowa
$22.2M
MW
93
Melia Wealth
Oklahoma
$22M
Citigroup
94
Citigroup
New York
$21.4M
TM
95
TigerOak Management
New Mexico
$21.4M
RWM
96
Rezny Wealth Management
Florida
$21.1M
Comerica Bank
97
Comerica Bank
Texas
$20.9M
SWM
98
SK Wealth Management
Rhode Island
$20.8M
KWM
99
Kingsview Wealth Management
Oregon
$20.4M
BFA
100
Beacon Financial Advisory
Ohio
$20.3M